WCAMG
ETB

Woodard & Company Asset Management Group’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Woodard & Company Asset Management Group’s Portfolio ETB Stock Details ETB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$8K – 81
2018
Q3 		$8K Buy
+500
New +$8.29K 0.01% 167
2018
Q1 		– Sell
-500
Closed -$8K – 215
2017
Q4 		$8K Buy
+500
New +$8.34K 0.01% 172

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Woodard & Company Asset Management Group's ETB Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2018, closing a stake of 500 shares — an estimated $8K sold.

Woodard & Company Asset Management Group first reported a position in ETB in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 56 funds tracked by Wall St. Rank hold ETB as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 500 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2018, an estimated $8K.
  • Woodard & Company Asset Management Group first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2017 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $8K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.